Follow the steps to successfully complete the NY IT-633 online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Indicate your filing status by marking an X in the relevant box for calendar-year filers or input the tax period you are entering.
3. Fill in the name(s) as shown on your tax return and provide your taxpayer identification number.
4. Select the appropriate box to indicate the tax year benefit period for the credit you are claiming.
5. If you are claiming the credit as a partner, shareholder, or beneficiary of an estate or trust, mark the corresponding box.
6. For Schedule A, assess your eligibility by answering the questions in Part 1 about whether your business is qualified or located in a specified area.
7. In Part 2, compute the average number of net new jobs for the current tax year and verify if you meet the minimum requirement.
8. Proceed to Schedule B to compute the jobs tax credit component by inputting details such as employee names and gross wages.
9. Follow the instructions to fill out the investment tax credit components in Part 2, providing details for qualified investments.
10. Complete the training tax credit component in Part 3 by listing training expenses and calculating the corresponding credits.
11. In Part 4, provide information regarding real property tax credits for properties located within and outside closed facilities.
12. Finalize your application by summing up the credit components to calculate the total credits you are claiming.
13. Once you have completed all sections accurately, save your changes, download the form for your records, print a hard copy, or share it as needed.

Complete your NY IT-633 application online just as outlined to ensure a smooth submission.